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SBI Small Cap Fund vs HSBC Small Cap Fund compare
SBI Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31227 Cr | ₹15453 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2009 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 9% | 15% |
| Expense Ratio | 1.59 | 1.67 |
| Manager | Pradeep Kesavan | Venugopal Manghat |
| ISIN Code | INF200K01T28 | INF917K01QC7 |
| Exits Load | SBI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.52% | 7.55% |
| 6 Month | -17.15% | -19.91% |
| 1 Year | 3.14% | 1.51% |
| 3 Year | 14.65% | 16.6% |
| 5 Year | 31.08% | 36.91% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -9.49% | -13.84% |
| 1 Year | -17.85% | -23.33% |
| 3 Year | 11.75% | 14.38% |
| 5 Year | 18.61% | 23.45% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 18.16% | 19.2% |
| 3 Year | 24.15% | 23.02% |
| 5 Year | 22.56% | 15.83% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 18.203% |
| Sharp | 0.53% | 0.572% |
| Beta | 0.7% | 0.882% |
| Alpha | 0.29% | -0.639% |
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Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Venugopal Manghat |
| Total AUM | ₹434274 Cr | ₹41442 Cr |
| Funds Managed | 43 | 7 |
| SBI Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 14.24 | 3.74 |
| Small Cap | 81.23 | 72.68 |
| Mid Cap | 4.52 | 21 |
| Large Cap | - | 2.59 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 14.24 | 6.47 |
| Consumer Defensive | 5.03 | 3.38 |
| Financial Services | 15.45 | 14.59 |
| Basic Materials | 10.92 | 10.53 |
| Consumer Cyclical | 19.36 | 16.29 |
| Industrials | 28.84 | 27.7 |
| Communication Services | 1.55 | - |
| Technology | 0.53 | 9.98 |
| Real Estate | 1.66 | 5.2 |
| Healthcare | 2.4 | 4.47 |
| Energy | - | 1.4 |
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